In this podcast episode Jason shares a checklist for people who are getting ready for retirement. Be sure to signup for the Retirement Budget Calculator and access to our private community where we will be making the checklists available for download.

In this podcast episode Jason explores the why, how and when of investment portfolio rebalancing. Below are links and resources mentioned in this episode: Vanguard research on rebalancingVanguard – Getting Back On Track. A Guide To Smart Rebalancing JP Morgan Asset Management – Russell 3000 research – The Agony & Ecstasy The Risks and Rewards […]

In this podcast episode Jason shares his research, thoughts and questions on Bitcoin.